Actions & Reminders

This collection looks into the actions dashboard and any related question

13 articles in this collection
Written by Irina Anichshuk and Moza Ugumba

Viewing completed actions

This article will provide instructions on how to look at completed actions

Written by Moza Ugumba
Updated over a week ago

To-do List vs Reminder

This article will look to define the To-do and Reminder lists, whilst also explaining the difference between the two.

Written by Moza Ugumba
Updated over a week ago

Assigning items from Actions list to users

This article will look into the functionality of To-do and reminder lists

Written by Moza Ugumba
Updated over a week ago

Unassigned communications

Unassigned communications

This article will explain what classifies an unassigned communication and how to assign them to a specific customer.

Written by Moza Ugumba
Updated over a week ago

How to assign communications?

This article will explain how to assign communication to a customer

Written by Moza Ugumba
Updated over a week ago

How to delete all unassigned communications?

Written by Irina Anichshuk
Updated over a week ago

Can I retrieve deleted unassigned communications?

Written by Moza Ugumba
Updated over a week ago

Reminders

Reminders

This article will look into how to leave a reminder for a specific invoice

Written by Moza Ugumba
Updated over a week ago

Reminder Trigger

In this article, we will be looking at how to set triggers for reminders

Written by Moza Ugumba
Updated over a week ago

What the settings on reminders tab?

In this article, further description on the reminders tab settings button functionality

Written by Moza Ugumba
Updated over a week ago

Why does a reminder action appear when I planned one for later?

This article looks at reminder list actions and planned actions

Written by Moza Ugumba
Updated over a week ago

Is it possible to dismiss reminders in bulk?

In this article, there is instruction on how to dismiss reminders in bulk

Written by Moza Ugumba
Updated over a week ago

Action List

How to respond to a reminder or to-do list item?

This article will look into how to action a to-do or reminder list item

Written by Moza Ugumba
Updated over a week ago